The wire

ARP Digital’s Yusuf Fakhro said bitcoin’s weakness reflects stalled participation more than forced selling, with ETF flows turning negative, CME open interest back at 2023 levels and Strategy idle for a fifth straight week.

Bitcoin futures’ once-rich carry has evaporated, with quarterly basis yields trailing two‑year U.S. Treasuries since February, a sign of shrinking arbitrage and a maturing market.

Robinhood’s U.K. arm was added to the FCA's list of registered cryptoasset companies as of July 31.

The pending transactions signal replace-by-fee, so anyone who spots their address in the mempool has minutes to pay a higher fee and move funds first.

Your look at what's coming in the week starting Aug. 3

Oil and Treasury yields fell after fresh U.S.-Iran talks eased inflation fears, but bitcoin and ether failed to catch a bid as fresh Coldcard-linked sweeps pushed observed losses to nearly $89 million.

Wallets tied to the Truth Social parent now hold about as much bitcoin as the company previously pledged as note collateral, making its next 10-Q the key test of whether recent Crypto.com transfers were custody moves or sales.

Michael Saylor’s company, Strategy, is now closely monitoring bitcoin’s 200-week moving average, a key long-term support level that the cryptocurrency has historically respected.

The Senate is going on its summer break in a week, leaving next to no time left to sort out its remaining priorities in August. And obviously, the fate of Clarity is one of those priorities.

Revenue fell from $80 million to $20 million in the bear market. OTC lending at $260 million outstanding is the fastest-growing line, targeting $1 billion by year-end.

Alex Fine said standalone crypto payment rails are becoming obsolete as platforms shift toward unified funding flows that abstract away blockchain complexity for users.

Crypto exchanges built perpetual futures for digital assets. Now they are using them to offer 24/7 exposure to stocks, commodities and indexes.

The Coldcard vulnerability has smaller bitcoin holders moving funds onto exchanges for safety, according to blockchain analytics firms. This is opposite of the trend seen following the FTX collapse in late 2022.

Customarily, Michael Saylor and team have lifted the STRC dividend when it trades sizably below par, but not this month.

Galaxy Research flagged a third wave of sweeps tied to weak Coldcard-generated keys, with the attacker now targeting smaller balances and changing how funds are collected onchain.

Without that QQQ token, QQQB, July volume for tokenized equities would be roughly $2.03 billion, about 30% below June’s total.

A mystery-shopping experiment found that exchange fees, foreign exchange spreads and banking rails mean stablecoin remittances are often no cheaper than traditional transfer means.

Difficulty falls as weak mining economics reduce capacity, while forward markets signal little relief through year-end.

CME argues that because bitcoin is a commodity, options tied to its value fall under CFTC jurisdiction, not the SEC's authority.

Crypto is said to be growing up to look like Wall Street. The evidence in its biggest market points the other way, argues Bitget CEO Gracy Chen.